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Donald Joseph Engels

Bison Advisors

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About Donald Joseph Engels

Donald Engels is a financial advisor with Bison Advisors, a firm based in Hartwell, Georgia. Donald has over 20 years of experience in the financial services industry. Donald is registered with the state of Illinois as an investment advisor representative. Donald specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.

Firm Information

Donald Engels is currently registered with Bison Advisors. Bison Advisors is an investment advisory firm based in HARTWELL, GA, with approximately $1 billion - $10 billion in assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Bison Advisors serves a diverse client base, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. They have a team of 45 licensed agents, 66 investment adviser representatives, and 14 registered representatives.
Bison Advisors

122 W. FRANKLIN ST.

HARTWELL, GA 30643

$2.75B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Engels’s Registration & Firm History

IL

01/16/2024 - Present

Bison Advisors (Chicago IL)

IL

06/19/2000 - 09/09/2003

NEAR NORTH NATIONAL FINANCIAL SERVICES, INC. (CHICAGO IL)

TX

07/10/1998 - 06/14/2000

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

MA

03/01/1996 - 08/20/1996

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

06/20/1990 - 03/01/1996

G. R. PHELPS & CO., INC.

MA

11/18/1992 - 03/09/1993

MANEQUITY, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 01/20/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/15/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Joseph Engels.
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